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  • 1. CHANGE LOG : Care Programs

CHANGE LOG: Care Programs

 
Number
Redmine
Module/s
Change Summary
Change Type
Author
Confirmed By
Published Date
Release #
1
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Gateways -> Gateway Summary Devices
Changed "Name" to "Device Type"
Label Change
Ken Munday
 
 
 
 
2
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Plans Grid
Updated "Invoicing By" field to add option for Month & Tansaction Plans
Logic correction
Ken Munday
 
 
 
3
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Plans Grid - Add Custom Plan (both Trans and Groups and sub topics)
Added Status field
New Feature
Ken Munday
 
 
 
4
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts-> Add/Edit Device
Added Device Type field
New Feature
Ken Munday
 
 
 
5
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Security -> Users -> View User, Edit User, & Edit User's Own Details
Added Default Language field
New Feature
Ken Munday
 
 
 
6
 
OP Version 1.0 -> opuspay Merchant Portal -> Security -> Users -> View User (Details), Edit User (Details), & Edit User's Own Details
Added Default Language field
New Feature
Ken Munday
 
 
 
7
 
OP Version 1.0 -> opuspay Admin Portal -> Manage Merchant Accounts -> Merchants Grid -> Merchant Summary - Edit
Updated logic for "Plan" dropdown
Logic Correction
Ken Munday
 
 
 
8
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Account - Enter Account Details
Updated logic for "Invoice Account Directly" checkbox
Logic Correction
Ken Munday
 
 
 
9
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - Primary Contact
Updated logic for "Invoice Account Directly" checkbox
Logic Correction
Ken Munday
 
 
 
10
 
OP Version 1.0 -> opuspay Admin Portal -> Billing
  • Renamed "Generate Invoice Preview - Per Individual" to "Generate Invoice Preview"
  • Removed "Generate Invoice Preview - Per Parent" and "Generate Invoice Preview - Per Group" from "Billing Flow - High Level Work Flow"
  • Removed "Generate Invoice Preview - Per Parent" and "Generate Invoice Preview - Per Group"
  • Removed "Generate Invoice Preview - Per Parent" and "Generate Invoice Preview - Per Group" logic from "Generate Invoices"
Logic Correction
Ken Munday
 
 
 
11
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Plans
Removed "Calculate Transaction Volumes" radio options from all Plans screens as this is no longer required/valid.
Logic Correction
Ken Munday
 
 
 
11
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Gateways -> API Configurations Tab -> Gateway Summary -APIs -> Add/Edit API Configuration -> General Details Tab
Added "Use Merchant Credentials" checkbox
New Feature
Tony Lorge
 
 
 
12
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Gateways -> API Configurations Tab -> Gateway Summary -APIs -> Add/Edit API Configuration -> Configure API Tab -> Configure Header
Added "Header Parameters" Table
New Feature
Tony Lorge
 
 
 
13
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Gateways -> API Configurations Tab -> Gateway Summary -APIs -> Add/Edit API Configuration -> Configure API Tab -> Configure Response
Added a column called "Operation Values" with a dropdown that has a value of "Use Decimal"
New Feature
Tony Lorge
 
 
 
14
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Plans -> Plans Grid -> Add Custom Plan - Groups -> Plan Summary - Custom - Groups Edit
Added logic and modal screen if a Merchant is removed from a Custom Plan
New Feature
Ken Munday
 
March 17, 2021
 
15
 
OP Version 1.0 -> opuspay Admin Portal -> Billing
Updated "Generate Invoice Preview" workflow
Logic Correction
Ken Munday
 
March 17, 2021
 
16
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Gateways -> API Configurations Tab -> Gateway Summary - APIs
Added ability to mark a rule as Active or Inactive and to Copy a rule
New Feature
Ken Munday
 
March 17, 2021
 
17
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Plans
  • Add Standard Plan
  • Plan Summary - Standard - View
  • Plan Summary - Standard - Edit
Added Currency dropdown
 
 
New Feature
Ken Munday
 
March 17, 2021
 
18
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Plans
  • Add Custom Plan - Trans
  • Plan Summary - Custom - Trans View
  • Plan Summary - Custom - Trans Edit
  • Add Custom Plan - Groups
  • Plan Summary - Custom - Groups View
  • Plan Summary - Custom - Groups Edit
     
Added Merchant Country and Currency fields
New Feature
Ken Munday
 
March 17, 2021
 
19
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Plans -> Add Custom Plan - Groups -> Plan Summary - Custom - Assign A Plan
New Screen to Assign a Plan to a Merchant when removed from a Custom Plan
New Feature
Ken Munday
 
March 17, 2021
 
20
 
OP Version 1.0 -> Transaction Router -> Rule Definitions
Added ability to mark a rule as Active or Inactive and to Copy a rule
New Feature
Tony Lorge
 
March 17, 2021
 
21
 
OP Version 1.0 -> opuspay Admin Portal -> Billing -> Generate Invoices ->
  • Preview Invoice Details
  • Invoice Details
    AND
    opuspay Merchant Portal -> Billing History -> Invoice PDF
Updated Invoice to include Merchant Address and Sub Merchant heading.
New Feature
Ken Munday
 
March 18, 2021
 
22
 
OP Version 1.0 -> opuspay Admin Portal -> Billing
Added two invoicing examples with forumlas
 
Examples
Ken Munday
 
March 26, 2021
 
23
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> PLans -> Plans Grid -> Add Custom Plan - Trans
AND -> Plan Summary - Custom -
        Trans Edit
AND Trans View
Added missing Merchant Country rules to all three screens. All element number 4
 
Ken Munday
 
June 9, 2021
 
24
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> PLans -> Plans Grid -> Add Custom Plan - Groups
AND -> Plan Summary - Custom -
        Groups Edit
AND Groups View
Added missing Merchant Country rules to all three screens.
Add Custom Plans - Groups main screen, element number 4, other two screens was for element number 15
 
Ken Munday
 
June 9, 2021
 
25
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> PLans -> Plans Grid -> Add Custom Plan - Groups
AND
Plan Summary - Custom - Groups Edit
Added wording for Merchants to filter based on Active merchants and country selected.
Number 7 for Add Custom Plan - Groups and
Number 6 for Plan Summary - Custom - Groups Edit
 
Added rules 4 and 5 to Merchant (number 7 for Add Custom Plan - Groups and number 6 for Plan Summary - Custom - Goups Edit) regarding if already linked to a Plan or Custom Plan
 
Ken Munday
 
June 9, 2021
 
26
 
OP Version 1.0 -> opuspay Admin Portal -> Manage Merchant Accounts -> Merchants Grid -> Merchant Summary - Edit
Added rule 3 to Status (element number 6) stating that Merchant cannot be set to inactive if they are linked to a Custom Plan.
 
Ken Munday
 
June 9, 2021
 
27
 
OP Version 1.0 -> Transaction Router -> Rule Definitions
Changed type for Active checkbox from Button to Checkbox and changed Default to Active
 
Ken Munday
 
June 9, 2021
 
28
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Dropdown Fields
Removed third row showing Gateway Device Capability
 
Ken Munday
 
June 10, 2021
 
 
29
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Gateway Summary - Devices
Added rule 2 for Delete Devices (number 16). Cannot delete a device if it is attached to a merchant. Delete button is disabled if linked to a merchant.
 
Ken Munday
 
June 20, 2021
 
30
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts
Added Status, Parent Account, Edit, and Delete tables
 
Ken Munday
 
June 20, 2021
 
31
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts
Added rule 1 to Add Account button (number 2) preventing a sub account from being created if Parent Account does not have Gateway details set
 
Ken Munday
 
June 21, 2021
 
32
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Account - Enter Account Details
  • Updated Select User element (number 18) to be multi-column combo box and changed rules for the element.
  • Updated Save & Continue button (number 17) to include validation rules for creating a new user (rule 2)
 
Ken Munday
 
June 21, 2021
 
33
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - Primary Contact
  • Updated Select User element (number 7) to be multi-column combo box and changed the rules for the element.
  • Updated Save button (number 8) to include validation rules for creating a new user (rule 2)
 
Ken Munday
 
June 21, 2021
 
34
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Account - Gateway Details - PM
Changed rule 1 in Gateway (number 11) to specify that only Active Gateways are available in the list.
 
Ken Munday
 
June 21, 2021
 
35
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Account - Gateway Details - PM
Changed rule 2 in Gateway (number 6) to specify that only Active Gateways are available in the list.
 
Ken Munday
 
June 21, 2021
 
36
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add/Edit Device
Changed Gateway (number 2) element type from Dropdown to Text.
 
Changed the rules for Device Type and changed status to be Editable.
 
Change rules for Device Name (number 3) and added rule 2 to prevent duplicate device names for the same account.

Removed rule 2 from Location (number 6).
 
Ken Munday
 
June 21, 2021
 
37
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - Gateway Details - Devices
Removed compulsorary rule from Location (number 4).
 
Ken Munday
 
June 21, 2021
 
38
 
OP Version 1.0 -> opuspay Merchant Portal -> Transactions
Added Rule 2 to Export (number 10) to disable button if no transactions displayed in the list
 
Ken Munday
 
June 21, 2021
 
39
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Account - Enter Account Details
Added Status element and associated rules (number 21)
 
Ken Munday
 
June 22, 2021
 
40
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - Primary Contact
Added Status element and associated rules (number 23)
 
Ken Munday
 
June 22, 2021
 
41
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - Gateway Details - PM
Added Status element and associated rules (number 23)
 
Ken Munday
 
June 22, 2021
 
42
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - Gateway Details - Devices
Added Status element and associated rules (number 29)
 
Ken Munday
 
June 22, 2021
 
43
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - opuspay API Credentials
Added Status element and associated rules (number 22)
 
Ken Munday
 
June 22, 2021
 
44
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account -Plan
Added Status element and associated rules (number 18)
 
Ken Munday
 
June 22, 2021
 
45
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> View Account - Primary Contact
Added Status element and associated rules (number 21)
 
Ken Munday
 
June 22, 2021
 
46
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> View Account - Gateway Details - PM
Added Status element and associated rules (number 23)
 
Ken Munday
 
June 22, 2021
 
47
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> View Account - Gateway Details - Devices
Added Status element and associated rules (number 27)
 
Ken Munday
 
June 22, 2021
 
48
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> View Account - opuspay API Credentials
Added Status element and associated rules (number 22)
 
Ken Munday
 
June 22, 2021
 
49
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> View Account -Plan
Added Status element and associated rules (number 18)
 
Ken Munday
 
June 22, 2021
 
50
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Countries & Currencies
Added rules 2 and 3 to Edit Row (number 9).
 
Ken Munday
 
June 23, 2021
 
51
 
OP Version 1.0 -> opuspay Admin Portal -> Settings
Updated the sub menu options and order for Settings Menu. Please use this menu list for all screens within Settings.
 
Ken Munday
 
June 23, 2021
 
52
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Languages
Added Languages screen and corresponding elements and rules
 
Ken Munday
 
June 23, 2021
 
 
53
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Languages -> Add/Edit Language
Added Add/Edit Language screen and corresponding elements and rules.
Screen displayed is a screenshot from byondcloud, please rename the header to Create/Edit Language.
 
Ken Munday
 
June 23, 2021
 
54
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Countries & Currencies
Edited rule 2 for Blocked element (number 8)
 
Ken Munday
 
June 23, 2021
 
55
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Countries & Currencies
Added rule to top of screen in bold and underlined  stating that user cannot navigate away from this screen if there is a row in edit mode (Save button displayed)
 
Ken Munday
 
June 23, 2021
 
56
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Device
Renamed Add/Edit Device to Add Device. Updated Name (element 3) to be a drop down list,
updated Rule 1 and added a Pre-Condition.
 
Ken Munday
 
July 7, 2021
 
 
57
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Device
Created a new Edit Device page. Updated Name (element 3), rule 1.
 
Ken Munday
 
July 7, 2021
 
58
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Device
Reverted Name (element 3) to be a text box,
updated Rule 1 and removed the Pre-Condition.
 
Ken Munday
 
July 20, 2021
 
59
 
OP Version 1.0 -> byondpro -> Administration -> opuspay Administration Functions -> Settings -> Settings - Devices
Updated rule 2 for Sites (element 2) to specify that only the Sites linked to the same Account that the Device is linked to are to be displayed in this list.
 
Ken Munday
 
July 20, 2021
 
60
 
OP Version 1.0 -> byondpro -> Administration -> opuspay Administration Functions -> Settings -> Settings - Devices
Updated rule 2 for Devices (element 1) to specify that only the active devices are to be displayed in byondpro
 
Ken Munday
 
July 26, 2021
 
61
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts
Add rule 3 to Delete button (element 11) specifying that the Account should be set to disabled for any users who currently have access to an account that is deleted and that the Account should be removed from the "Assign Account Access" screen.
 
Ken Munday
 
August 10, 2021
 
62
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Account - Enter Account Details
Added rule 4 to Country (element 9). If the Invoice Account Directly option is selected, the Country must be the same as the Parent Account for billing purposes.
Added rules 3 a) and b) for Invoice Account Directly (element 20). If a country is not selected or is the same as the Parent Account, enable the checkbox. If the country selected is not the same as the Parent Account, disable this checkbox.
 
Ken Munday
 
August 10, 2021
 
63
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - Gateway Details - PM
Added Gateway Account Options (element 24) so that users can edit the Gateway should it be necessary.
 
Ken Munday
 
August 18, 2021
 
64
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> View Account - Gateway Details - PM
Added Gateway Account Options (element 24) so that users can edit the Gateway should it be necessary.
 
Ken Munday
 
August 18, 2021
 
65
 
OP Version 1.0 -> opuspay Admin Portal -> Billing -> Billing Flow - High Level Work Flow
Removed comment about "vs Groups"
 
Ken Munday
 
September 10, 2021
 
66
 
OP Version 1.0 -> byondpro -> Administration -> opuspay Administration Functions -> Cemetery System Setup - Receipt Types
Removed compulsory selection of an opuspay Method, changed default option, and deleted corresponding error message.
Also updated error message if the Receipt Type is already selected for the same Territory.
 
Ken Munday
 
September 13, 2021
 
67
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Dropdown Fields -> Default Dropdown Options
Adjusted the rule for Payment Methods from not being able to add or delete to cannot delete when linked to a Gateway.
Can add additional Payment Methods if the user has access to this area.
 
Ken Munday
 
September 21, 2021
 
68
 
OP Version 1.0 -> Transaction Router -> Pass L2 and L3 Data to the Gateway
Added Pass L2 and L3 Data to the Gateway topic
 
Ken Munday
 
September 22, 2021
 
69
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Sales Receipts
Changed label for element #4 from "Credit Card Device" to "Payment Device"
 
Ken Munday
 
September 22, 2021
 
70
 
OP Version 1.0 -> byondpro -> Administration -> opuspay Administration Functions -> Cemetery System Setup -> Receipt Types
Change label of "Credit Card" to "Credit/Debit Card"
 
Ken Munday
 
September 22, 2021
 
71
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Dropdown Fields -> Edit Dropdown Options - Payment Methods
Added Edit Dropdown Options - Payment Methods screen to allow for the indication of if the Payment Method is a credit or debit card type and would therefore require a payment device.
 
Ken Munday
 
September 22, 2021
 
72
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Security -> Security Profiles -> Add\Edit Security Profile
Added Transaction Router to list under Settings so that only certain users can be set to access this feature.
 
Ken Munday
 
September 22, 2021
 
73
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Security -> Security Profiles -> View Security Profile
Added Transaction Router to list under Settings
 
Ken Munday
 
September 22, 2021
 
74
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Account - Enter Gateway Details - PM
Added rule #2 to element #11 to filter the Gateway where the accepted country matches the country the merchant is located in.
 
Added rule #3 to element #11 to clear fields when a new Gateway is selected.
 
Ken Munday
 
September 23, 2021
 
75
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Account - Enter Gateway Details - Devices
Added rule #2 to element #13 to filter the Gateway where the accepted country matches the country the merchant is located in.
 
Added rule #3 to element #13 to clear fields when a new Gateway is selected.
 
Ken Munday
 
September 23, 2021
 
76
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - Enter Gateway Details - PM
Added rule #3 to element #6 to filter the Gateway where the accepted country matches the country the merchant is located in.
 
Added rule #4 to element #6 to clear fields when a new Gateway is selected.
 
Ken Munday
 
September 23, 2021
 
77
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Edit Account - Enter Gateway Details - Devices
Added rule #3 to element #9 to filter the Gateway where the accepted country matches the country the merchant is located in.
 
Added rule #4 to element #9 to clear fields when a new Gateway is selected.
 
Ken Munday
 
September 23, 2021
 
78
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Gateways
Updated Gateway Summary - Accepted Countries, Gateway Summary - Payment Methods, Gateway Summary - Devices, and API Configurations Tab -> Gateway Summary - APIs to include a new API Keys tab.
 
Ken Munday
 
September 24, 2021
 
79
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Gateways -> Gateway Summary - API Keys
Added new API Keys tab to move API Keys from Gateway Summary - APIs -> General Details Tab
 
Ken Munday
 
September 24, 2021
 
80
 
OP Version 1.0 -> opuspay Admin Portal -> Settings -> Gateways -> API Configurations Tab -> Gateway Summary - APIs -> Add/Edit API Configuration -> General Details Tab
Removed API Keys from this screen
 
Ken Munday
 
September 24, 2021
 
81
 
OP Version 1.0 -> byondpro -> Administration -> opuspay Administration Functions -> Settings -> Settings - Sites
Changed rules for "All sites use one merchant account" checkbox (element #4).
 
Ken Munday
 
September 28, 2021
 
82
 
OP Version 1.0 -> opuspay Admin Portal -> Transaction Viewing and Reporting
Updated "Invoice #" label (element #17) to be "Document Number"
 
Ken Munday
 
September 30, 2021
 
83
 
OP Version 1.0 -> opuspay Merchant Portal -> Transactions
Updated "Doc Ref #" label (element #17) to be "Document Number"
 
Ken Munday
 
September 30, 2021
 
84
 
OP Version 1.0 -> opuspay Merchant Portal -> Transactions -> View Transaction Summary
Updated "Document Reference #" label (element #3) to be "Document Number"
 
Ken Munday
 
September 30, 2021
 
85
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Create Payment Notice -> Payment Notice Pop-Up
Corrected the wording for the Success and Failure pop-up messages.
 
Ken Munday
 
September 30, 2021
 
86
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Create Payment Notice -> Payment Notice Email
Updated the content in the email body
 
Ken Munday
 
September 30, 2021
 
87
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Invoice Payment Button
Updated the content of the email to match the Payment Notice Email
 
Ken Munday
 
September 30, 2021
 
88
 
OP Version 1.0 -> opuspay Admin Portal -> Transaction Viewing and Reporting
Change label for element's #7 and #14 from "Payment Type" to "Payment Method"
 
Ken Munday
 
October 1, 2021
 
89
 
OP Version 1.0 -> opuspay Admin Portal -> Transaction Viewing and Reporting -> View Transaction Summary
Corrected the labels for Payment Type and Payment Method so that the labels are consistent and correct based on the data displayed in the field. Elements 15 and 16 respectively.
 
Ken Munday
 
October 1, 2021
 
90
 
OP Version 1.0 -> opuspay Merchant Portal -> Transactions -> View Transaction Summary
Corrected the labels for Payment Type and Payment Method so that the labels are consistent and correct based on the data displayed in the field. Elements 15 and 16 respectively.
 
Ken Munday
 
October 1, 2021
 
91
 
OP Version 1.0 -> opuspay Admin Portal -> Transaction Viewing and Reporting -> View Transaction Summary
Added Transaction Type (element #24) to the Transaction Details area.
 
Ken Munday
 
October 4, 2021
 
92
 
OP Version 1.0 -> opuspay Merchant Portal -> Transactions -> View Transaction Summary
Added Transaction Type (element #21) to the Transaction Details area.
 
Ken Munday
 
October 4, 2021
 
93
 
OP Version 1.0 -> byondpro -> Administration -> opuspay Administration Functions
Edited the rules for the Settings button (element #2) so that this button is always enabled.
 
Ken Munday
 
October 18, 2021
 
94
 
OP Version 1.0 -> opuspay Admin Portal ->Settings -> Gateways -> Gateway Summary - API Keys
Updated rule #2 of the "Use Merchant Credentials" checkbox (element #1) to remove the "populate API Key fields with values from Merchant Credentials" part of the rule.
 
Ken Munday
 
Ocober 22, 2021
 
95
 
OP Version 1.0 -> opuspay Merchant Portal -> Transactions -> View Transaction Summary
Added Device ID (element #22)
 
Ken Munday
 
October 27, 2021
 
96
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Payment Made Notification
Provide notice to byondpro user that a card not present payment has been completed
 
Claire
 
October 26, 2021
 
97
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Sales Receipts -> Refund CN Check
In order for a refund to be processed, a credit note transaction must first be created in byondpro.
 
Claire
 
October 26, 2021
 
98
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Sales Receipts -> Refund -> Financial Transactions
Financial transaction rules for byondpro users where Sage 300 is in use and where it is not in use
 
Claire
 
October 26, 2021
 
99
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts ->
  • Edit Account - Primary Contact
  • Edit Account - Gateway Details - PM
  • Edit Account - Gateway Details - Devices
  • Edit Account - opuspay API Credentials
  • Edit Account - Plan
Added rules 2 and 3 to the Status field (elements 23, 23, 29, 22 and 18 respectively)
 
Ken Munday
 
November 1, 2021
 
100
 
OP Version 1.0 -> opuspay Admin Portal -> Manage Merchant Accounts -> Merchants Grid -> Merchant Summary - Edit
Updated the rule #2 for Status (element #6) to add:
"byondpro should also be updated to show that the merchant account is inactive (which would display as On-Hold in byondpro)."
 
Ken Munday
 
November 2, 2021
 
101
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Create Payment Notice
Added rule 2 to the Payment Notice element (#1):
2. Only activate this button if the Site is linked to an Active Merchant account.
 
Ken Munday
 
November 2, 2021
 
102
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Sales Receipts
Added Note #2 to Payment Type (element #1):
If a Receipt Type is linked to an opuspay Method of a Merchant with a status of "On-Hold", this Receipt Type should not be included in the list of options available.
 
Ken Munday
 
November 2, 2021
 
103
 
OP Version 1.0 -> opuspay Admin Portal -> Billing -> Generate Invoices
Updated steps 10 and 11 for the Run button (element #3) to account for Primary Contacts that are not Active
 
Ken Munday
 
November 8, 2021
 
104
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Create Payment Notice -> Payment Notice Pop-Up
Added rule 4 to the Resend button (element #12) to disable any previous links sent for previous payment notices when a payment notice is resent. This is to prevent the same payment notice from being paid twice.
 
Ken Munday
 
November 10, 2021
 
105
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Create Payment Notice
Added rule #3 to Create Payment Notice button (element #1) to only activate the button if there is a Receipt Type linked to an opuspay "Online Payment" payment method.
 
Ken Munday
 
November 30, 2021
 
106
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Create Payment Notice -> Payment Notice Pop-Up
Added rule #2 to Payment Value (element #7) to prevent total payments from exceeding the total invoice amount.
 
Ken Munday
 
December 2, 2021
 
107
 
OP Version 1.0 -> byondpro -> Payment Processing Functions -> Create Payment Notice -> Payment Notice Pop-Up
Added rule #1 to Resend button (element #12) to check the status of the payment prior to attempting to send the payment notice. If payment has already been paid, do not resend the payment notice.
 
Ken Munday
 
December 10, 2021
 
108
 
OP Version 1.0 -> opuspay Merchant Portal -> Accounts -> Add Account - Enter Account Details
Added rule #3c to prevent sub account from being invoiced directly if the State is not included in the Tax Group assigned to the Parent Merchant Account.
 
Ken Munday
 
January 11, 2022